1. Home
  2. How We Serve
  3. Private Wealth
  4. Client Portfolio Management
Birdseye view of a couple walking on a bridge

Building a steadfast investment portfolio in an ever-changing environment

Providing kitchen-table counsel, we take the time to truly get to know you. We build a customized investment portfolio based on:

  • Your strategic objectives – what is the purpose of your investment portfolio(s)?
  • Risk tolerance – What is your ability to bear risk, financially and emotionally?
  • Return requirements – Within your risk limits, what is an appropriate rate of return that will satisfy your investment objectives over time?
  • Time horizon – What is the timeline for your various financial goals, and is your investment strategy designed to meet these objectives?
  • Liquidity requirements – do you have any specific short-to-medium term cash needs?
  • Income – Does your portfolio meet your requirements on supplementing living expenses?
  • What else is important to you? Whether it’s tax complications, legal & regulatory issues, or portfolio holdings specifications, we’ll work to understand your unique requirements and tailor your investments accordingly.

Our Portfolio Managers have direct access to a deep and broad in-house investment team, and a suite of in-house and third-party investment solutions. Working alongside our Financial Planners, our Portfolio Managers align to your vision of the future, answer questions you may have, and explain things clearly, so that you feel confident about your financial well-being. We’re here to provide you peace of mind knowing your wealth is being managed responsibly, effectively, and successfully.

How can we help manage your family and business wealth?

Connect with our Private Wealth Advisors today.